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| Provider | Service type | Compensation |
|---|---|---|
GBQ PARTNERS7 years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $26,000 |
CROWE LLP5 years Service code 62 · EIN 35-0921680 | Float revenue | $21,931 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,735 | $37,463+251.6% | $77,100+70.9% | $66,949+96.8% |
| Participation rate | 98.4% | 52.9%+45.5pp | 67.9%+30.5pp | 69.8%+28.6pp |
| Annual return | -7.10% | -3.25%-3.9pp | 42.35%-49.5pp | 1.57%-8.7pp |
| Employer contribution / active EE | $10,372 | $1,535+575.7% | $2,815+268.5% | $2,545+307.5% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $234 | $568-58.8% | $5,443-95.7% | $594-60.6% |